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Jones Trading just slapped a $70 Buy on Applied Digital, yet the stock is sinking anyway, dragging its closest peers down with it. Something bigger than a bullish analyst note is driving this group, and the culprit ties back to an inflation threat hiding in plain sight.

Detailed price information for Accenture Plc (ACN-N) from The Globe and Mail including charting and trades.

Core Scientific faces new Texas permitting risks but maintains a strong position with existing ERCOT-approved power and major customer contracts.

Detailed price information for Palantir Technologies Cl A (PLTR-Q) from The Globe and Mail including charting and trades.

UBS said it sees data-center infrastructure positioned for “rapid growth” with AI adoption expanding and model developers facing limited computing capacity.

Core Scientific (CORZ) has an average rating of buy and mean price target of $34.14, according to an

Core Scientific (CORZ) has an average rating of buy and mean price target of $35.63, according to an

A Texas grid operator quietly disclosed something about Cipher Mining that sent the stock surging 9% before the company said a word, and the ripple moved two of its rivals in the same direction.

Applied Digital just crossed into negative territory for 2026 while the broader data center ETF barely blinked, and that gap between the small hosting names and the wider infrastructure basket is telling investors something important about where this trade goes next.

CoinShares said on Tuesday that at least 35 EH/s of computing power will leave the listed miners in the third quarter.

Denton and most of the Hunt and Pecos capacity received base-load treatment, while another 300 MW at Pecos remains subject to ERCOT’s allocation process.

Core Scientific, Inc. (NASDAQ:CORZ) said it received conditional approvals from the Electric Reliability Council of Texas for electrical power capacity across its data centre sites in Denton, Pecos and Hunt, Texas.

Even as the stock price continues to climb, this insider wanted more shares.

Crain's purchase is a bullish signal for shareholders, with the executive now owning approximately $1.3 million worth of Core Scientific stock.

Crain's purchase is a bullish signal for shareholders, with the executive now owning approximately $1.3 million worth of Core Scientific stock.

Sale executed under pre-scheduled Rule 10b5-1 trading plan, leaving Duchene with 1.9 million shares valued at $31 million.

Motley Fool Press Release.

The Public Utilities Commission of Texas approved one of three high-voltage transmission routes to West Texas last Friday, significantly derisking expansion plans for Core Scientific, Cipher Digital, and IREN —…

Detailed price information for Skyworks Solutions (SWKS-Q) from The Globe and Mail including charting and trades.

A nine-figure writedown at one AI data center operator sent shockwaves through the entire sector Friday, and the stocks bleeding hardest have no bad news of their own to explain the damage.

Detailed price information for Core Scientific Inc (CORZ-Q) from The Globe and Mail including charting and trades.

Core Scientific stock has delivered a solid 22.7% return over the past year, yet on broad valuation checks it still screens as expensive rather than a clear bargain. For investors trying to price the story around Bitcoin infrastructure and high density compute, the current share price does not line up neatly with the low value score. Over the past 12 months Core Scientific has returned 22.7%, which puts extra focus on whether recent gains already reflect much of the good news in the...

With no single headline event driving attention today, interest in Core Scientific (CORZ) focuses on how the stock’s recent pullback fits with its bitcoin mining and hosting business model and reported financial profile. Over the past year, Core Scientific’s share price return has been mixed. The stock is down 16% over the last month and 37% over the last quarter, yet still up 8.94% year to date, while the 1 year total shareholder return of 22.68% points to earlier, stronger momentum that has...

IREN stock is shedding 6% ahead of back-to-back reports from NVIDIA tonight and IREN itself Thursday, putting traders who bought yesterday's rally in an uncomfortable spot before two of the most consequential prints in AI infrastructure.

On August 14, 2026, Core Scientific, Inc. (NASDAQ:CORZ) completed its acquisition of Polaris DS for roughly $444 million in cash. It is adding about 440 megawatts of grid-connected power capacity in Oklahoma as part of its push to expand its Muskogee campus to 1.5 gigawatts of gross power. Why This Matters Core Scientific keeps buying […]

Hyperscaler and GPU customers are driving a surprise rotation into digital infrastructure stocks, and the companies benefiting most are not the ones you would expect from a Bitcoin rally.

Detailed price information for Core Scientific Inc (CORZ-Q) from The Globe and Mail including charting and trades.

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The acquisition secures 440 MW already in service as Core Scientific pursues another gigawatt-scale AI data center campus using interconnected and behind-the-meter power.

Detailed price information for Core Scientific Inc (CORZ-Q) from The Globe and Mail including charting and trades.

The aggregate position rose by 8.1 million shares since March, with 5.2 million now attributed to Citadel Advisors entities. The filing does not identify Situational Awareness as the seller.

Advanced Micro Devices (NasdaqGS:AMD) has entered a major partnership with Core Scientific to secure up to 2.5 gigawatts of AI data center capacity in the U.S. The collaboration is focused on supporting large scale AI deployments and expanding AMD's AI infrastructure footprint. The agreement marks a new phase in AMD's efforts to serve major AI customers beyond chip launches and prior alliances. Advanced Micro Devices is drawing fresh attention after announcing a large AI infrastructure...

Core Scientific sits in the spotlight after a modest uplift in its Fair Value estimate from US$33.36 to US$35.86 per share. Recent analyst work links this change to sharply different views on how much the AMD backed AI and high performance compute contracts, and the growing power pipeline, are already reflected in the current Core Scientific share price, as well as to execution risk on future leases. As you read on, you will see how these shifting assumptions are shaping the evolving analyst...